Where are Relationship Notes added from the education software to The Raiser's Edge via Integration?

Relationship Notes is an available field for synchronization between The Education Edge or Blackbaud Student Information System and The Raiser's Edge. Relationship notes can be entered for relationships at the bottom of the Relationships tab of records in The Education Edge or Blackbaud Student Information. If Relationship Notes is a mapped field for Integration, the Relationship Notes will be added to the Raiser's Edge record when linking records or running Synchronization.

Article
Number:53832

Products:

EE_Integration

Raiser_s_Edge_RE

To view the Relationship Note on a linked record in The Raiser's Edge:

In Raiser's Edge, Records, Constituents, open the constituent record

Select the Relationships tab

Open the appropriate relationship

Select the Attributes/Notes tab

Note: When adding a relationship note, the note is tied to the relationship's record. So if the relationship does not have a relationship record in RE, the note will not be added through synchronization. For example: A user opens a student record in EE and adds a note for the student's mother on the Relationships tab. The mother is a constituent and does not have a relationship record in RE. Therefore, there is no relationship record to add the note. The user should instead open the mother's record in EE and add the note for the student. If the student has a relationship record in RE, the note will be added successfully through synchronization or linking records.

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